AS

Angelina Hope Schuman

1 Year of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
354 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$669.3M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.20%
$500K - $1.0M1.00%
$1.0M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10M+0.50%

Fees are based on the market value of the portfolio assets or investable net worth. Aspyre Wealth Partners may negotiate to charge a lesser total annual fee based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$3,000
Hourly Rate:$50 - $300/hr

Aspyre Wealth Partners charges fees based on assets under management or investable net worth. For clients with less than $500,000 in investable net worth or younger than 40, the fee includes an initial planning fee (up to $2,000), a monthly planning fee ($100-$200), and an annual advisory fee (1% of portfolio value). For other clients, fees are based on a percentage of investable net worth or assets under management. There is a minimum annual investment management fee of $3,000 for portfolios valued at less than $250,000. Hourly fees for financial planning and consulting range from $50 to $300. A minimum annual total fee of $7,000 is generally imposed for Comprehensive Financial Planning services, including a minimum annual financial planning fee component of $4,000.

Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

10000 College Blvd., Suite 260, Overland Park, KS, 66210

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Aspyre Wealth Partners
May 2025 - Present · 8 mos
Previous Registrations
J.P. Morgan Securities LLC Broker
September 2023 - October 2024 · 1 yr 1 mo
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.